LYLD vs IBGL
Comparison between CAMBRIA LARGECAP SHAREHOLDER YIELD ETF (LYLD, ETF) and ISHARES IBONDS DEC 2055 TERM TREASURY ETF (IBGL, ETF).
LYLD vs IBGL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LYLD
$6M
IBGL
$6M
Expense Ratio
LYLD
0.59%
Winner
IBGL
0.07%
Max Drawdown
LYLD
19.37%
Winner
IBGL
11.12%
Sharpe Ratio
Winner
LYLD
1.49
IBGL
0.05
5Y Beta
LYLD
0.68
Winner
IBGL
0.08
P/E Ratio
LYLD
17.56
IBGL
N/A
Forward P/E
LYLD
10.36
IBGL
N/A
PEG Ratio
LYLD
0.31
IBGL
N/A
5Y EPS CAGR
LYLD
11.96%
IBGL
N/A
Debt to Equity
LYLD
31.35%
IBGL
N/A
P/S Ratio
LYLD
1.05
IBGL
N/A
P/B Ratio
LYLD
1.86
IBGL
N/A
LYLD vs IBGL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LYLD
+2.81%
IBGL
+1.22%
3M
Winner
LYLD
+6.71%
IBGL
-0.29%
6M
Winner
LYLD
+9.60%
IBGL
+0.42%
1Y
Winner
LYLD
+21.98%
IBGL
+2.55%
Max(CAGR)
Winner
LYLD
+13.24%
IBGL
+1.02%
LYLD vs IBGL - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LYLD | IBGL |
|---|---|---|
| 2026 | +10.24% | +0.34% |
| 2025 | +13.14% | +1.00% |
| 2024 | +1.20% | N/A |
LYLD vs IBGL Drawdown Comparison
The maximum drawdown for LYLD was -18.64%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The maximum drawdown for IBGL was -9.37%, occurring on May 21, 2025. Recovery took 137 trading sessions.
The current IBGL drawdown is -3.94%.
| Rank | LYLD | IBGL |
|---|---|---|
| #1 | -18.64% Nov 29, 2024 - Aug 22, 2025 | -9.37% Apr 4, 2025 - Oct 21, 2025 |
| #2 | -7.70% Feb 11, 2026 - Jun 11, 2026 | -7.23% Feb 27, 2026 - May 19, 2026 |
| #3 | -6.99% Jul 31, 2024 - Aug 23, 2024 | -4.63% Oct 22, 2025 - Feb 27, 2026 |
| #4 | -4.68% Aug 30, 2024 - Sep 19, 2024 | -0.32% Mar 26, 2025 - Mar 28, 2025 |
| #5 | -4.44% Oct 3, 2025 - Nov 28, 2025 | -0.08% Apr 1, 2025 - Apr 3, 2025 |
| #6 | -4.31% Oct 17, 2024 - Nov 6, 2024 | N/A |
| #7 | -2.70% Jul 17, 2024 - Jul 26, 2024 | N/A |
| #8 | -2.04% Jan 15, 2026 - Feb 2, 2026 | N/A |
| #9 | -1.94% Nov 11, 2024 - Nov 22, 2024 | N/A |
| #10 | -1.58% Sep 11, 2025 - Sep 26, 2025 | N/A |
| #11 | -1.57% Dec 11, 2025 - Jan 5, 2026 | N/A |
| #12 | -1.21% Sep 24, 2024 - Sep 27, 2024 | N/A |
| #13 | -1.20% Oct 4, 2024 - Oct 11, 2024 | N/A |
| #14 | -1.15% Jan 6, 2026 - Jan 8, 2026 | N/A |
| #15 | -0.94% Oct 14, 2024 - Oct 17, 2024 | N/A |
Correlation
Correlation between LYLD and IBGL is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.36
-101
Dividend Comparison (2024 - 2026)
LYLD vs IBGL dividend yield comparison.
| Year | LYLD | IBGL |
|---|---|---|
| 2026 | 0.60% | 1.91% |
| 2025 | 2.79% | 3.52% |
| 2024 | 0.72% | 0.00% |
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